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[@MediocreCapital](/creator/twitter/MediocreCapital)
"I had a sell order for half the position at XXXX which triggered today. Some people seem to want in on the play. Might put a new lowball bid. Illiquid vehicle but we might as well use it to our advantage. $VAND $LGO"  
[X Link](https://x.com/MediocreCapital/status/1976658369781137582) [@MediocreCapital](/creator/x/MediocreCapital) 2025-10-10T14:37Z XXX followers, XXX engagements


"In august $LGO gave it's $VAND shares as collateral in a 6month loan causing the discount to widen even further. With the recent mixed shelf announcement the risk of the loan not being paid back seems nonexistant. Rerate coming imo"  
[X Link](https://x.com/MediocreCapital/status/1968769698654224894) [@MediocreCapital](/creator/x/MediocreCapital) 2025-09-18T20:10Z XXX followers, XXX engagements


"If vanadium finally bottoms here and the discount shrinks $VAND will do very well. Good risk reward. Bit similar play as with mega uranium $MGA"  
[X Link](https://x.com/MediocreCapital/status/1968770309470708060) [@MediocreCapital](/creator/x/MediocreCapital) 2025-09-18T20:13Z XXX followers, XXX engagements


"@TBirdV Only one more double and im back to breakeven :-)"  
[X Link](https://x.com/MediocreCapital/status/1977464494571008228) [@MediocreCapital](/creator/x/MediocreCapital) 2025-10-12T20:00Z XXX followers, XX engagements


"Geiger Counter Limited $GCL continuing with the buyback program. Kind reminder that you can buy a portfolio of $NXE $URG $PDN $UUUU $CCJ $DNM $ISO $SPUT and many more public and private investments at a XX% discount. Actively managed fund contrary to $URNM or $URA"  
[X Link](https://x.com/MediocreCapital/status/1978728555228917807) [@MediocreCapital](/creator/x/MediocreCapital) 2025-10-16T07:43Z XXX followers, XXX engagements


"@mattkiu @hkuppy @TaviCosta @ericnuttall Interesting been doing some research. Dont you consider higher co2 taxes in SA Seems to increase the oil breakeven cost dramatically from what I understood"  
[X Link](https://x.com/MediocreCapital/status/1979620654786945289) [@MediocreCapital](/creator/x/MediocreCapital) 2025-10-18T18:48Z XXX followers, XXX engagements


"@mattkiu @hkuppy @TaviCosta Yeah sasol looks to big to fail so they wont tax them into bankruptcy. But if oil goes to 100$ and they start printing cash they might increase tax / decrease tax reduction"  
[X Link](https://x.com/MediocreCapital/status/1979874124710494582) [@MediocreCapital](/creator/x/MediocreCapital) 2025-10-19T11:35Z XXX followers, XX engagements